Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.625 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49625.07 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43600.9 Kr¶
PnL: ---------------------------------------> -1274.68 Kr¶
DD now: ---------------------------------> -6.58 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 13:30:12.962389'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.940000 | 1528.180000 | 105.180000 | 7.390000 | 1423.000014 |
| Profoto Holding | 7 | 2.390000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.280000 | 913.200000 | 1.200000 | 0.130000 | 912.000000 |
| JM | 7 | 0.370000 | 943.600000 | -6.400000 | -0.670000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.280000 | 896.500000 | -7.500000 | -0.830000 | 904.000000 |
| Biotage | 1 | -2.180000 | 138.900000 | -10.100000 | -6.780000 | 149.000000 |
| ASSA ABLOY B | 4 | -0.690000 | 982.000000 | -11.000000 | -1.110000 | 993.000000 |
| Gränges | 10 | 0.880000 | 1027.000000 | -12.000000 | -1.150000 | 1039.000000 |
| Vitrolife | 3 | 1.190000 | 664.800000 | -12.200000 | -1.800000 | 677.000001 |
| OX2 | 12 | -1.130000 | 896.400000 | -12.600000 | -1.390000 | 909.000000 |
| AcadeMedia | 20 | -0.490000 | 965.200000 | -12.800000 | -1.310000 | 978.000000 |
| Eastnine | 6 | -2.190000 | 642.000000 | -15.000000 | -2.280000 | 657.000000 |
| BioGaia B | 8 | 1.000000 | 888.800000 | -15.200000 | -1.680000 | 904.000000 |
| Bufab | 3 | 0.000000 | 1059.600000 | -16.400000 | -1.520000 | 1076.000001 |
| INVISIO | 15 | 0.000000 | 3555.000000 | -17.000000 | -0.480000 | 3571.999995 |
| Vitec Software Group B | 2 | -1.990000 | 1083.000000 | -21.000000 | -1.900000 | 1104.000000 |
| Latour B | 4 | -1.600000 | 834.400000 | -21.600000 | -2.520000 | 856.000000 |
| Investor B | 3 | -0.400000 | 635.100000 | -22.900000 | -3.480000 | 657.999999 |
| Addnode Group B | 7 | -1.260000 | 876.400000 | -28.600000 | -3.160000 | 904.999998 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Hoist Finance | 36 | 0.930000 | 981.000000 | -30.000000 | -2.970000 | 1010.999988 |
| Sandvik | 4 | -0.050000 | 818.000000 | -30.000000 | -3.540000 | 848.000000 |
| Alimak Group | 12 | 0.250000 | 974.400000 | -32.600000 | -3.240000 | 1007.000004 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| SKF B | 5 | -0.420000 | 944.500000 | -35.500000 | -3.620000 | 980.000000 |
| Sagax B | 4 | -2.210000 | 848.800000 | -36.200000 | -4.090000 | 885.000000 |
| Hexatronic Group | 15 | -1.260000 | 1031.400000 | -39.600000 | -3.700000 | 1071.000000 |
| Byggmax Group | 33 | -1.270000 | 924.000000 | -43.000000 | -4.450000 | 966.999990 |
| EQT | 4 | -2.640000 | 826.800000 | -46.200000 | -5.290000 | 873.000000 |
| Catena | 2 | 0.050000 | 756.800000 | -49.200000 | -6.100000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.060000 | 898.800000 | -52.200000 | -5.490000 | 951.000000 |
| Orrön Energy | 170 | -2.980000 | 1993.250000 | -52.750000 | -2.580000 | 2045.999980 |
| Hexagon B | 26 | -0.920000 | 3352.700000 | -67.300000 | -1.970000 | 3420.000012 |
| HEXPOL B | 8 | -6.120000 | 884.000000 | -73.000000 | -7.630000 | 957.000000 |
| VEF | 788 | -1.040000 | 1793.490000 | -109.510000 | -5.750000 | 1903.000300 |
| Sedana Medical | 93 | 0.650000 | 2581.680000 | -401.900000 | -13.470000 | 2983.577733 |
| TOTAL | 43600.900000 | -1274.680000 | -6.57993% | 44875.578016 |
Updated:¶
'2023-06-21 13:30:30.126190'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
